Wealth Management
College-Savings Firms Adopt Cash-Back Loyalty Programs
American Banker | Nov 20Two college-savings companies are borrowing a page from banks' cash-back loyalty playbook, offering customers rebates on services including refinancing mortgages or ...
Citi Hires Bodurtha from Merrill Lynch
Dow Jones | Nov 20Citigroup's private bank has hired Steve Bodurtha from Merrill Lynch as head of investments for North America, as the firm continues to fill management roles.
Infographic: CD Watch
American Banker | Nov 20Invest's New CEO Shifts Focus Back to Bank, CU Partnerships
American Banker | Nov 19Steve Dowden has big shoes to fill as the new chief executive of Invest Financial Corp., and his strategy is to switch to an older, more comfortable pair.
Citi, Goldman Seen Acting to Deleverage
Dow Jones | Nov 19Among major investment banks, Citigroup and Goldman Sachs have made the biggest strides to deleverage their balance sheets, according to JMP Securities analyst, but ...
Santander Appoints Head of Melded Units
Dow Jones | Nov 19Spain's Banco Santander has decided to merge its asset management and global private banking divisions and is naming Javier Marin to head the new unit.
More Wealth Management News
- Wilmington Trust FSB Adds Execs in Atlanta
- Pimco Offers Actively Managed ETF, a First
- MassMutual Pension Unit's Sales Increase
- Infographic: ETF Growth
- Advisers Are Forecasting Further Tech-Stock Gain
- New York Life Reports Strong Sales
- Wilmington Trust Sticking to Global Expansion Plan
- Infographic: CD Watch
- Managing Wealth Looks Good to Sun, Despite a Slow Start
- Infographic: Fund Movement
- Key Metrics Down at OptionsXpress
- BNY Mellon Wealth Promotes Hillman
- Brokerage Income Increases for Banks
